Enterprise Onboarding Specialist
New
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GiveCampusEdTech Fundraising
Remote-first role based in the U.S.Full-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementSalesforceRESTful APIsProcess improvementCustomer Success
Requirements
- Experience implementing software solutions for enterprise-level partners in a SaaS environment.
- Familiarity with partner onboarding tools such as Vitally, Monday.com, or Smartsheet.
- Proficiency with CRMs like Salesforce.
- Strong technical skills, including comfort navigating integrations, APIs, and troubleshooting implementation issues.
- Proven experience building systems from the ground up, including developing, documenting, and refining workflows.
- Experience creating onboarding playbooks, knowledge bases, or training materials.
- Project management expertise to manage projects with structured processes, clear timelines, and measurable milestones.
- Ability to manage onboarding projects with a sense of urgency and focus on measurable outcomes.
- Commitment to high standards of excellence in partner communications and project execution.
- Ability to drive results independently and collaboratively within a lean, high-performing team.
Responsibilities
- Serve as the main point of contact for enterprise partners during onboarding, guiding them through implementation, timelines, and platform adoption.
- Streamline onboarding workflows to reduce implementation timelines and help partners see value from GiveCampus faster.
- Develop scalable processes, onboarding documentation, templates, and best practices to increase efficiency for Enterprise onboarding.
- Collaborate with Success Operations, Sales, Product, and Partner Operations teams to ensure smooth handoffs and address partner needs.
- Provide tailored guidance and build trusted relationships during the onboarding phase to increase partner satisfaction.
- Track key onboarding metrics, gather partner feedback, and recommend process improvements.
- Pioneer in-person touchpoints as part of the onboarding experience, including regular site visits to Enterprise schools.
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